What works on mobile
Everything in the CRM is accessible from a mobile browser, and iPhone users can also use the native iOS app. The layout adapts to smaller screens with simplified navigation, card-based views, and large touch targets. The most common mobile workflows:iPhone-specific features
Some field workflows are designed specifically for iPhone:Tap to Pay on iPhone
Accept contactless card and Apple Pay payments directly on iPhone — no card reader needed.
VIN & plate scan
Scan a VIN or license plate to find a vehicle, fill fields, or select the right customer on an order.
Photo Documentation
Capture before-and-after photos with your iPhone camera and attach them directly to the order.
My Day — the technician’s mobile view
When a technician opens the CRM on their phone, the dashboard shows My Day — a focused view of:- Their shift for the day
- Their assigned orders in scheduled order
- Quick links to each job
Tips for mobile use
- Save to Home Screen — on iPhone, use Share → Add to Home Screen to add the CRM as a web app icon for faster access
- Stay logged in — the CRM keeps you logged in so you don’t re-enter credentials every morning
- Use portrait orientation for order forms, landscape for calendar views